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Job#:
LocationID:
Job Debrief
Date Submitted:
Submitted By:
Label
Invoice Total $
Payment Info:
Job Notes:
Job Debrief Details:
Department:
Job Type:
Equipment Sold?
Lead Set?
Club Sold?
CAP Sold?
Parts Used?
Parts Ordered?
Refrigerant Used?
Warranty Claim?
Home Repair?
Chargeback Pay Request?
Job Images:
Invoice Image 1
Invoice Image 2
Invoice Image 3
Invoice Image 4
Invoice Image 5
Invoice Image 6
Invoice Image 7
Invoice Image 8
Invoice Image 9
Invoice Image 10
Invoice Image 11
Invoice Image 12
Invoice Image 13
Invoice Image 14
Invoice Image 15
Contract Builder
Check Applicable Promotions

HVAC SYSTEM

HVAC System Price
$
.00
Levels
Air Conditioner
Furnace
Evap Coil
Heat Pump
Air Handler
Brand
Tonnage
System Type
Maintenance Included

WATER HEATER

Water Heater Price
$
.00
Check Applicable Promotional Items
Water Heater Type
Tank Gallon
Service Type
Tank Height
Location

ELECTRICAL

Electrical Work Price
$
.00
Green Power Included
Please describe the Electrical work to be performed.

DUCT CLEANING

Duct Cleaning Price
$
.00
Levels
Duct Cleaning Level
Growth Scale
1 - Light
5 - Heavy
Zoning System
System Configuration
System Tonnage
GreenAir Included

AUTOMATION

Automation Price
$
.00
Check Applicable Promotional Items
Please describe the Automation work to be performed.

INSULATION

Insulation Price
$
.00
Insulation Job Details
R-Value
Square Footage

SOLAR

Loan Amount:
Base Lender Fee %:
System Size:
Other Cost:
Customer Rebate:
Total Solar Amount
$
0
Add To Contract
Please describe the Solar work to be performed.
Total Contract Amount
$
0
Create a Name for the Contract. Please do not use the Job Number.
Proposed Install Date
Add Contract to Job Debrief
PO:
Label
  • Manufacturer
    Equipment Type
    Part Number
    Label
    Model Number
    Label
    Serial Number
    Label
    Entered By:
    username
    Date
Pay Requests
User:
user
Department:
Label
|
dept
disp
Email:
email
Phone:
phone
Token:
Label
Current Time:
Label
Version Code:
version code
Version Number:
version number
Device ID:
Label
Label
Latest Version - 1.16
1/19/2018
1. BIG UPDATE!! Created Consumables Ordering system. Allow Installers to easily order consumable items and follow the progress of their order from warehouse.
2. Installers can view history of all consumable orders.
3. Order details include notes from warehouse and when the consumables are ready for pickup.
Previous Version - 1.15
12/6/2017
1. Improved Job Search and Location ID job search results. Added more detail in addition to job number.
2. Added new Return Call job Type.
3. Added Connection Status to indicate if user is online or offline.
Latest Version - 1.14
11/15/2017
1. Upgraded Messaging. Dispatch can now send back message replies. Phone now gets notification sound when tech receives a new message from dispatch.
Latest Version - 1.13
11/02/2017
1. NEW FEATURE. Send 1-way message to dispatch. When dispatch receives and reads, message status updates.
Previous Version - 1.12
10/26/2017
1. Bug Fixed: Android phone gallery upload issue for some versions.
2. Image upload status now appears while images are being uploaded.
3. Added "Job not found" and "Location Not Found" helper text for job and location searches.
4. ** Added Amount Collected to PAYMENT INFO.
5. **Added Proposed Install Date For EQUIPMENT SOLD.
6. Added "Follow Up" options for needed return visits and customer followups.
Previous Version - 1.11
10/23/2017
1. Added Insurance pay type.
2. Added Kit Sheet image type.
3. Added Customer Assurance Checklist image type.
4. Added "Cancel at Door" job type.
Previous Version - 1.10
10/6/2017
1. NEW! Location ID Search - View jobs by searching the customer Location ID
2. Added PO receipt entry. Add images of receipts.
Previous Version - 1.09
10/5/2017
1. NEW! Job Search History for previous job submissions.
2. Submit additional Job debriefs by searching for previous job submissions.
Previous Version - 1.08
10/4/2017
1. Greatly improved camera efficiency. Corrected iOS memory limit issues with photo library uploads.
2. Additional 4 pictures added to images.
Previous Version - 1.07
9/26/2017
1. Fixed 1st Image Gallery bug.
2. New dispatch update Status.
3. Validation for all questions with inputs and switch marked "NO"
4. Job debrief available while in "Job Complete" status.
5. Added "No Show" job type.
6. Added "Pay Sheet" image option.
7. Fixed Sold Job Contract Image bug.
8. Auto populate Job number and Location Id.
9. New Payment options for allotment, salesman collected, and install collect.
10. Validation for image types being submitted without attached image.
Previous Version - 1.06
1. Added more image descriptions
2. Data Plate Image validation for Install
3. Option Sheet validation for Service
4. Added Allotment Pay type for interdepartmental payments.
5. Added Lead Set question.
6. Added Location ID
Previous Version - 1.051
9/14/2017
1. Job Status Update validation. Must be On Site before Job Summary is available.
2. Removed Enroute Status
3. After Job Submission Status Updated to Job Completed.
4. Help Button for Login Issues.
5. Gallery Images for Parts Order, Home Repair, and Warranty Claims
6. Additional Image Descriptions
Previous Version - 1.04
9/13/2017
1. Pay Request for Chargebacks
2. Saved Username and Passwords
3. Job Status Updates
4. Temporary Disable Job Search
Previous Version - 1.03
1. Update to login session handling.
2. Camera access to photolibrary.
3. Image validation for drop down
4. Update to login session handling.
Search
Filter Results:

OrderDate
Status:
NEW

Order Number:
Label
Order Details

OrderDate
Status:
READY

Order Number:
Label
Box Number:
Label
Order Details
Ready Date:
Label
Warehouse Rep:
Label
Warehouse Notes:
Label

OrderDate
Status:
RECEIVED

Order Number:
Label
Order Details
Received Date:
Label
Warehouse Rep:
Label
Warehouse Notes:
Label
Tech Status
Current Status:
Loading Please Wait...
Customer Name:
Address:
Button
Phone:
Job Number:
Location ID:
Job Class:
Job Type:
Job Instructions:
On Site Ready For Call
Job Submissions
Search previous submissions by Job Number.
Sorry. No Jobs have been submitted for that job number.
  • Job Num
    Dept
    Job Type
    Tech
    date
Addons/Chargebacks
  • TechName
    Pay
    Date
    status
Connection Status:
Online
Offline. Check Connection
On Site To Job
Press On-Site button to send On-Site notification to dispatch.
Enter Job Number:
On Site
On-Site Success
SUCCESS
You have on-sited to Job#:
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En Route to Job
Enter Job info and press En Route Button to send En Route notification to dispatch.
En Route
Message Sent
SUCCESS
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Ready for Job
Press Ready button once you are ready for your next job and to send a notification to dispatch.
Ready
Ready Success
SUCCESS
Notification has been sent to dispatch that you are ready for your next job!
Close
Off Duty
Press Off Duty Button to Notify Dispatch that you are off duty.
Off Duty
Off Duty Success
SUCCESS
You have successfully went off duty.
Close
SEND MESSAGE
** Try the new SMS service by sending a text message directly to dispatch.
SEND TEXT MESSAGE
You can still send a message this way but this will be phased out soon.
Send
Notifications
** New** Send SMS To Dispatch
Send Text Message Send Message
Sent Messages
Unread Replies

From:
Dispatcher Name
Date

Label
Customer History
View job submissions by searching by the customers LOCATION ID.
Sorry.No jobs have been submitted for this customer.
Jobs for this Customer:
  • Job Num
    Dept
    Job Type
    Tech
    date
Addon/Chargeback Issues
  • Job Num
    Tech
    date
Search
Filter Results:

Sent:
Date

Read Date:
Label
Dispatcher:
Label
Sent Message:
Label
Reply:
Label
Label
Label
Your Current Consumables Order:
  • Label
    qty:
    Label
Add More to Order Save Shopping List Submit Order to Office
Update Addons & Chargebacks

poNUM

Equipment Type
Manufacturer
Serial
Model
Create a new account
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SUCCESS
Registration Successful. Please Login.
Login
1. Add Target Technician.
Notify Techs:
Please add a target technician!
2. Provide Details about the Chargeback Request.
3. Add On Pay
$
Send Chargeback Request Update Chargeback
Scan Equipment Serial #:
Job Information:
Issue Type:
Type
1. Add Target Technician.
Notify Techs:
Please add a target technician!
2. Provide Details about the issue.
Estimated hours to complete work.
Hrs.
3. Add On Pay
$
Send Issue Update Issue
PO:
Label
Search by:
Navigation
Enter Equipment Info:
PO #:
Model #:
Serial #:
Part #:
Add Item

Item Added Successfully!

Label
Label
Close
Issue Type:
Type
1. Add Target Technician.
Notify Techs:
Please add a target technician!
2. Provide Details about the issue.
Estimated hours to complete work.
Hrs.
3. Add On Pay
$
Send Issue Update Issue
Job#
Pay Requested:
Label
Hours Requested:
Label
Tech Notes:
Label
Linked Issues:
Label
Scan this QR code to unlock the scratch off prize!
QTY:
Order Limit for this item:
3
Consumable #:
Category:
Description:
Add To Consumables Order
SUCCESS!
Item has been successfully added to your order!
Add More to Order Go to Checkout
Truck Inventory Tool
Check OUT Equipment Check IN Equipment
JOB SUBMISSION
Job Number:
Location ID:
Department:
Job Type:
Contracts:
  1. Contract
    HVAC Equipment
    Water Heater
    Electrical Work
    Duct Cleaning
    Automation
    Insulation
    $12000
    $1050
    $1050
    $1050
    $1050
    $400
    Contract Value:
    $14500
*Please Create a Job Contract for these SOLD items!
• HVAC Equipment
• Water Heater
• Electrical Work
• Duct Cleaning
• Automation Promos
• Insulation
Create Job Contract
(**CLICK CHECKBOX - For Install jobs that require a crane, sprinkler shut off, or any type of special order items ex: all-style coils, mobile home units, package units, or Above-the-Tub units.)
Invoice / Contract Total:
Enter Total amount of Job Sold. *NUMBERS ONLY. NO COMMAS. But... YES you can use a Period (.) for cents.
$
Job Details:
Create Add-on or Chargeback Update Add-on or Chargeback Add-On Request Update Add-On
Payment Info
Sold Club?
Parts Used?
Parts Order Needed to Complete Job?
Warranty Claim?
Home Repair?
Pay Request?
Did you set a Lead?
Any PO Receipts?
Follow up Needed?
Job Debrief Images:
Label
Enter Job Notes:
Connection Status:
Online
Offline. Check Connection
PAYMENT INFO
Payment Collected
** ENTER AMOUNT COLLECTED TODAY! Only enter amount collected by check, cash, or credit card. This includes downpayment.
$
Payment Type
Payzer Authorization
Allotment Department from?
Finance Information
Save
PARTS INFO
Please Enter Parts Used on Your Job. This includes any C-, E-, or P- numbers
*Use Warranty Parts Order for Warranty items.
Barcode Scan
Part Search
X
  • Label
    Part Description
Add Part to List
Parts List:
No Parts Added to Job!
  • Label
    qty:
    Label
    Label
Save
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